Integrating with Tamarac connects client accounts at Tamarac to financial plans in RightCapital. Once linked, RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.
RightCapital does not pull in contact information from Tamarac; to capture client contact information, establish a CRM integration and then connect the Tamarac information.
To set up an integration with Tamarac:
Input your Tamarac user name and password on RightCapital's Advisor Portal > Integrations page
Click Connect. We will create a secure connection to Tamarac. The integration in now complete!
Once the integration is set up, link client accounts:
Log in to RightCapital
This button only appears if an integration has already been established
Search for the client's name from the integrating database
Select accounts (using the check boxes in the “Link” column) to assign to the current client.